Filed September 14, 2021
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $38,163 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,028 |
ONE HEALTH OHIO1 year Service code 99 · EIN 34-1609341 | Other Fees | $11,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $49,915+2.7% | $154,803-66.9% | $74,304-31.0% |
| Participation rate | 95.0% | 54.0%+41.1pp | 78.1%+17.0pp | 60.3%+34.7pp |
| Annual return | 17.57% | 34.06%-16.5pp | 58.88%-41.3pp | 29.43%-11.9pp |
| Employer contribution / active EE | $5,482 | $1,611+240.2% | $4,305+27.3% | $2,241+144.6% |
| Participant deferral / active EE | $4,256 | $2,255+88.7% | $5,540-23.2% | $3,767+13.0% |
| Admin fee / account holder | $379 | $2,189-82.7% | $14,329-97.4% | $2,969-87.2% |